Submit

LIC MF Aggressive Hybrid Fund-Regular Plan-Growth

(Erstwhile LIC MF Balanced Fund-Regular Plan-Growth)
Fund House: LIC Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 31-03-1991
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
TER: 2.48% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 500.0
Total Assets: 502.96 Cr As on (31-03-2024)
Turn over: 84% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
NAV as on 07-05-2024

172.671

-1.45 (-0.8409%)

CAGR Since Inception

9.24%

Benchmark: 12.46%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 0 Months
14 Years 11 Months
16 Years 5 Months
26 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in money market insruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 9.19
Sharpe Ratio 0.71
Alpha -0.78
Beta 0.77
Yield to Maturity 7.4
Average Maturity 6.46

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 25.62 16.06 12.25 11.59 9.98
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 53.38 32.65 22.71 19.51 14.25
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 45.35 24.75 22.76 22.11 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.03 23.78 24.25 20.62 17.63
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 35.22 20.86 20.14 24.59 18.88
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 32.99 20.71 17.99 - -
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 31.56 21.54 18.92 16.92 14.47
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 31.45 21.39 18.81 16.85 14.42
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 31.17 19.73 15.04 13.46 -
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION 05-04-2017 31.12 20.07 - - -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.35%

Others

24.23%

Large Cap

49.48%

Mid Cap

11.92%

Scheme Documents

March 2024

Monthly Portfolio Equity as on March 31, 2024

Feedback
Notification